Green Mountain Coffee Roasters

 

 

das meeting und die zahlen sind top  

Green M. scheint wirklich Spasz zu machen. Am Freitag 13 % Plus, heute geht es bis
jetzt wieder weiter, bereits 5 % im Plus, da macht das Anlegen Freude. Proffe hat Green
vor einiger Zeit empfohlen, ich musste Geduld haben, bis die Aktie unter 20 Euronen
stand. Vielleicht gibt es einmal 100 %, wäre toll.  

über 30 Dollar steigen lassen in den letzten Wochen, um auf gut Wetter zu machen und ein paar Kleine in den Wert reinzutreiben.
Und nun gehts mit Riesenschritten in den Orkus. Diese Firma ist ein einziger Betrug!
Wer hier investiert, wirds bitter bereuen! Ich rechne mittlerweile mit dem Schlimmsten.  

http://www.fool.com/investing/general/2012/09/24/...een-mountain.aspx

Übersetzung
http://translate.google.de/...ucks-shot-wont-kill-green-mountain.aspx


After a strong run through the first two weeks of September, shares of Green Mountain Coffee Roasters (Nasdaq: GMCR  ) tumbled nearly 14% last week.

You don't need to look hard to find the culprit. Starbucks (Nasdaq: SBUX  ) finally began selling its Verismo coffee maker online last week, and investors are starting to worry if the new espresso-centric platform will eat into Green Mountain's Keurig franchise.

The fears are overblown. Let's go through the many reasons why Verismo isn't the Green Mountain slayer that some worrywarts are making it out to be.

1. Verismo and Keurig are entirely different machines
Green Mountain's Keurig is the undisputed champ in low-pressure brewing. Verismo is entering a competitive market in high-pressure machines, where Nestle's Nespresso is the world leader; but others, including Tasssimo, Senseo, and CBTL, are also battling for customers.

It's true that Verismo also makes traditional brewed coffee, but it's just not cost-effective.

2. Verismo is far more expensive than Keurig
The first wave of Verismo brewers all retail for $199. Keurig has brewers starting at roughly half that price, but the disparity goes beyond the initial cover charge.

There are six varieties of Verismo pods. The three espresso and three brewed coffee pods sell for the same price of $11.95 for a 12-count box. In short, we're talking roughly $1 a pop. This is naturally cheaper than hitting up your local Starbucks store, especially for espressos; but what about the brewed coffee economics?

Keurig pods start at a little more than half as much through some retailers, and that's going to get cheaper now that the patents expired last week, and private-label companies offer even cheaper brews.  

3. Selection is a problem for Verismo
Unlike the hundreds of Keurig varieties, Starbucks isn't likely to let other coffee makers get in on the Verismo fun. It's how the company will protect its high pricing. Unfortunately, it also means that selection is going to be weak.

Are three espresso varieties -- with one of them simply being a decaf version -- enough?

Verismo is a stylish brewer. The ability to use milk pods to make cafe latte -- at a higher price of $1.62 per serving -- will win over espresso drinkers, but the math and selection won't work for mainstream drip coffee sippers.

4. Verismo is iOS, and Keurig is Android
It may seem silly to compare Verismo and Keurig to Apple (Nasdaq: AAPL  ) and Google's (Nasdaq: GOOG  ) Android, but it's fitting.  

Verismo will be the altruistic brand enjoyed by well-to-do buffs of European coffee. It will be the one generating the headlines. It should be the profit margin leader given the hefty ransoms. However, just as Google's open-source Android is the global market share leader, Keurig is now as good as "open source," because its K-Cup patents expired earlier this month.

Keurig will be the one that's widely available. Verismo is lining up retailers for a holiday push outside of its namesake stores, but it's more of a walled garden at this point.

5. Verismo may actually help Green Mountain
Starbucks has promoted Verismo by pointing out that the vast majority of its customers don't own a Keurig or any other single-serve coffee maker. It wants to change that; but in educating consumers, the company puts itself in a position to expose them to the category leader.

We've seen this happen in the smoothie space, where Starbucks and burger joints adding fresh-fruit beverages to their menu have only drawn more attention to standalone leader Jamba (Nasdaq: JMBA  ) . Instead of destroying Jamba Juice, quarterly comps have been positive for more than a year.

Starbucks is going to get more people excited about making high-quality brews at home, and then it will lose some of those converts to Keurig when they do the math.

If Keurig is too simple -- and Keurig VUE doesn't go far enough -- Green Mountain's own espresso platform, designed in cahoots with Italy's Luigi Lavazza, will hit the market either later this year or early next year.

In short, Green Mountain has its bases covered.

Brew ha ha
The best coffee beans are imported, but there are many great American companies exporting their products and business models. A special report singles out three American companies set to dominate the world. It's free, but it won't be available forever. Check it out now.

There's a premium report on Green Mountain, exploring the Keurig champ's challenges and opportunities. A free year of updates is included, so get up to speed on the java heavy.  

Die ganze Kursschweinerei bloß weil Starbucks eine weitaus teurere Kaffeemaschine herausbringt. Na, irgend etwas ist doch faul hier ?  

geschossen, zeitweise über 6%. Warum kommt das hier an den dt. Böre nicht an? Die Verluste der Vortage kommen doch an?  

Green M. scheint einen neuen Anlauf nach Norden in Richtung  30 USD einzulaeuten,
ich bin gespannt, was die naechste Woche bringen wird. Die 25iger Marke wurde
ueberschritten. Trotz schlechtem Freitag war die Aktie im Plus.  

Drinn mal sehen on sie wieder Gen Norden zieht  

schon bekannt?

 

http://www.finanzen.net/nachricht/...puccino-and-Latte-System-2134894

 

Heute geht es wieder gen Norden, gut 9,5 % hat die Aktie bis jetzt gemacht, ein guter
Tag. Allen Mitstreitern viel Erfolg und viel Freude an der Aktie.  

http://online.wsj.com/article/...7887324352004578130663632962402.html  

einfach nur geil...nur geil...  

Auch heute läuft die Aktie gut, steht in USD kurz vor der 30. Während andere Aktien sich von der gestrigen Arbeit ausruhen und sogar teilweise Miese machen, steigt Green M. um 13 Proz. Wir erleben Wunderbares und haben viel Freude.  

Wie weit kanns gehen? Was meint Ihr?  

Ich habe die Aktie als Dauerinvestment vorgesehen. Sie hat gerade einmal einen Boden
gebildet, aber noch keinen Trend nach Norden. Ich bin keiner, der schnell aus und rein
handelt, sondern ich erfreue mich an einem Trend, bei dem auch Geld verdienen kann.
Ich veranschlage so 2-3 Jahre.  

Na das ist ja mal was fürs Dauerinvest

http://www.reuters.com/article/2012/11/28/...ts-idUSBRE8AQ19P20121128

shares up 22 percent

Reuters) - Green Mountain Coffee Roasters Inc (GMCR.O) forecast quarterly and full year earnings well ahead of analysts expectations, helped by an expanded lineup of single-serve coffee makers and drinks, sending its shares up 22 percent in after-hours trade.

Green Mountain, which makes the Keurig brewing system and the K-Cups that go with it, is the leader in the small-but-growing U.S. market for single-serve coffee, though its shares have been targeted by short-sellers and at Tuesday's close were down 74 percent since September last year.

Marc Riddick, an analyst with The Williams Capital Group, said Green Mountain's ability to beat estimates on sales, earnings and outlook was "exceptional".

The performance might not change the minds of short-sellers who have been active since influential investor David Einhorn cast doubts on Green Mountain's sales figures, growth projects and accounting practices, he said.

"I do think it allows some long-only investors the opportunity to take a fresh look at the name," Riddick said. "A strong quarter, a good move in this stock and a new CEO coming onboard is a fairly powerful combination."

Green Mountain Chief Executive Lawrence Blanford is retiring next month, to be replaced by Brian Kelley, an executive from Coca-Cola Co (KO.N).

Analysts have welcomed Kelley's product and supply chain expertise after Green Mountain had difficulty forecasting demand for its coffee and had to deal with a U.S. securities probe into its accounting, and the demotion of founder Robert Stiller after ill-timed stock sales due to margin calls.

BRIGHT FUTURE?

With an additional selling week in the quarter to boost results, Green Mountain said net income was $91.9 million, or 58 cents per share, in its fiscal fourth quarter ended on September 29, up from $75.4 million, or 47 cents per share, a year earlier.

Excluding items, earnings were 64 cents per share. On that basis, analysts on average were expecting 48 cents, according to Thomson Reuters I/B/E/S.

Net sales jumped 33 percent to $946.7 million, topping analysts' average estimate of $902.7 million.

Green Mountain raised its forecast for the new fiscal year to $2.64 to $2.74 per share, up from $2.55 to $2.65 per share previously. It expects annual net sales to grow 15 percent to 20 percent.

For the current first quarter Green Mountain forecast earnings of 62 cents to 67 cents per share and net sales growth of 14 percent to 18 percent. The slightly lower sales growth forecast was due to an unusually strong quarter last year.

The first quarter includes the key holiday shopping period, when gifts of coffee makers can turn many people into ongoing Keurig customers. Analysts on average expected earnings of 59 cents for the quarter and $2.51 for the year, according to estimates.

EXPANDING CHOICES

The September expiration of certain of Green Mountain's K-Cup patents opened the door for lower-cost rivals that stand to pressure prices overall and margins for Green Mountain, which makes most of its profit from the cups rather than the brewers.

But Blanford said, on his last conference call with analysts, that he had not seen any "marketplace dynamics that have caused us to think differently about our outlook for single-serve packs."

In an effort to address speculation over whether licensed partners, which include Starbucks (SBUX.O) and Dunkin Brands (DNKN.O), would continue as such given the expirations, Blanford said all partners were still committed to multi-year agreements.

Green Mountain, which started as a small Vermont coffee company, is also expanding beyond its core offerings, introducing fruity "wellness" drinks with nutrients. It is also working to move consumers to its new higher-end Vue system, whose patents are still in effect, and unveiled a single-cup espresso machine with Italy's Luigi Lavazza.

"As we look to the future, we remain committed to bringing fresh ideas to light; pushing forward disruptive technologies; and capturing true innovation," said Blanford.

Green Mountain shares jumped 22 percent to $35.36 after hours, from their Nasdaq close on Tuesday at $28.95.

(Reporting By Martinne Geller in New York; Editing by David Gregorio and Leslie Gevirtz)  

Green Mountain Coffee überrascht positiv - Aktie nachbörslich mit Kurssprung

http://www.finanznachrichten.de/...chboerslich-mit-kurssprung-009.htm

New York (BoerseGo.de) - Der US-Kaffeeröster Green Mountain Coffee hat im vierten Quartal die Analystenprognosen deutlich übertroffen. Der Gewinn fiel mit 0,64 Dollar je Aktie 16 Cent besser als von den Analysten erwartet aus. Der Umsatz kletterte gegenüber dem entsprechenden Vorjahresquartal um 33,0 Prozent auf 946,7 Millionen Dollar, was ebenfalls über den Konsensschätzungen der Analysten von 902,24 Millionen Dollar liegt. Der Umsatz des Portionskaffee-Systems K-Cup verzeichnete einen Anstieg von 47 Prozent, der Umsatz mit Kaffeeautomaten und Zubehör legte um 30 Prozent zu. Das Unternehmen profitierte auch davon, dass das gerade zu Ende gegangene Quartal um eine Woche länger was als im Vorjahr.

Für das aktuelle erste Quartal stellt das Unternehmen einen Gewinn von 0,62 bis 0,67 Dollar je Aktie und einen Umsatz von 1,32 bis 1,36 Milliarden Dollar in Aussicht. Die aktuellen Konsensschätzungen gehen von einem Gewinn von 0,59 Dollar je Aktie und einem Umsatz von 1,27 Milliarden Dollar aus. Für das Geschäftsjahr 2013 erwartet das Management weiterhin ein Umsatzwachstum von 15 bis 20 Prozent. Der Gewinn soll sich im Geschäftsjahr 2013 auf 2,64 bis 2,74 Dollar je Aktie belaufen.

Die Aktie klettert nachbörslich aktuell um 25,7 Prozent auf 36,25 Dollar.  

einen schönen Kaffee :-))  

Das erfreut des Anlegers Herz. So etwas GUTES habe ich lange nicht erlebt, daraufhin
habe ich mir einen schönen Kaffee gegönnt. Es freut mich auch für die Mitstreiter,denen
ich auch Ermunterung geben wollte, in der Aktie zu investieren.
Ein schöner Erfolg.  

Hallo zusammen ,ich bin seit  lange beim jva investiert, ist partner von gmcr seit jahre her.Viel gluck an alle investierte.  

Fakt ist, egal was auf er Welt abgeht, die Menschen trinken immer Cafe....

Daran wird sich auch in Zukunft nichts ändern ....

 

Wenn Geilheit einen Namen hat, dann "Green Mountain Coffee"  

Da kann man nur neidlos gratulieren, wenn man eingestiegen ist.

Ich habe immer wieder darüber nachgedacht, aber mich wegen des Absturzes im Sommer und des meist pessimistischen Ausblicks dagegen entschieden, was ich jetzt doch etwas bereue.

Ich weiß auch nicht, ob es Sinn macht, jetzt noch einzusteigen: wahrscheinlich wird sie genau dann wieder fallen, aber ich schließe auch nicht aus, in dieser Woche noch Aktien von GMCR zu kaufen.